See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,176 | $77,813+163.7% | $123,544+66.1% | $64,186+219.7% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -3.81% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $7,337 | $3,014+143.4% | $4,628+58.5% | $2,381+208.2% |
| Participant deferral / active EE | $14,739 | $5,240+181.3% | $6,426+129.4% | $3,470+324.8% |
| Admin fee / account holder | $4,414 | $5,519-20.0% | $9,284-52.5% | $4,888-9.7% |